See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,937 | $172,111-79.7% | $150,298-76.8% | $137,256-74.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.96% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,819 | $4,636-39.2% | $4,154-32.1% | $4,156-32.2% |
| Participant deferral / active EE | $9,755 | $6,166+58.2% | $5,453+78.9% | $6,407+52.3% |
| Admin fee / account holder | $3,926 | $16,471-76.2% | $14,116-72.2% | $12,270-68.0% |